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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,173 | $138,075-91.2% | $123,552-90.1% | $135,379-91.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.61% | 153.70%-166.3pp | 119.20%-131.8pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,279 | $5,152-75.2% | $4,628-72.4% | $4,779-73.2% |
| Participant deferral / active EE | $3,105 | $6,800-54.3% | $6,426-51.7% | $5,609-44.7% |
| Admin fee / account holder | $446 | $10,917-95.9% | $9,285-95.2% | $10,828-95.9% |